This tool contains sample elements that can be used in the creation of a document retention and destruction policy.

Download Now

This entry was posted in Uncategorized. Bookmark the permalink.

INSIGHTS & RESOURCES

Leveraging Internal Audit Techniques to Improve Efficiency

Posted on , updated on

Audit & Assurance12/06/2017

Enterprise Risk Management12/06/2017

Insights12/06/2017

Internal Control12/06/2017

Nonprofit finance teams are under constant pressure to deliver timely information, insightful business analysis, and organizational stewardship. In today’s world, finance teams are expected to fulfill these tasks faster and with fewer resources.  The tools and techniques employed by internal auditors can be of great assistance in generating organizational efficiencies while improving controls and data […]

Membership Dues Under Attack? A New Tax Reform Twist

Posted on , updated on

Exempt Organization Tax12/06/2017

Insights12/06/2017

Dear Clients and Friends,
The American Society of Association Executives (ASAE) has identified a provision in the tax reform legislation that may serve to eliminate the deductibility of association/society dues as a business expense. Naturally, this could have a dramatic impact on the affordability of membership dues.
Jim Clarke, ASAE’s Senior Vice President of Public Policy, has […]

Coming Soon? A New 5 Year Reapplication Requirement for DC Tax Exemptions

Posted on , updated on

Exempt Organization Tax12/01/2017

By: Eric Owens, Tax Senior
Exempt organizations with offices in the District of Columbia, take note! You soon will need to reapply for exemption every 5 years, according to the DC Office of Tax and Revenue (OTR). This reapplication process is slated to apply not only to the DC franchise tax exemption, but also to the […]

Resources Center

The Right Size, Right Fit